Senior Specialized Finance Analyst- TBSM FP&A

Work Location

Toronto, Ontario, Canada

Hours

37.5

Line of Business

Finance

Pay Details

$81,600 - $115,200 CAD

Job Description

The Treasury and Balance Sheet Management (TBSM) FP&A team is part of Finance and supports financial planning, forecasting, reporting, analysis and management insights for TBSM P&L within the Corporate Segment. The team provides transparency, governance and decision support across monthly results, quarterly forecasts, annual Plan and medium-term outlook processes. The TBSM FP&A team works closely with partners: Intersegment FTP, ALM, Investment Analytics, Capital, Liquidity, FinOps, Enterprise Decision Support and Corporate Segment Finance. The team is responsible for helping explain TBSM financial results and forecast movements, ensuring key drivers are understood, risks are escalated, and management materials are clear, accurate and decision-useful. This is an excellent opportunity for a candidate to build depth in TBSM-related financial reporting and FP&A, while developing exposure to senior stakeholders and complex topics including liquidity residuals, margin differential, excess capital, non-common capital, OAOL FTP, hedging results.

The Senior Specialized Finance Analyst will support the TBSM FP&A team in delivering high-quality reporting, forecasting, planning, analysis and financial insight for TBSM P&L. This role will help translate complex TBSM drivers into clear Finance narratives and support the team's monthly and quarterly deliverables for Finance and TBSM leadership. It is a Finance FP&A role supporting the financial reporting, forecast interpretation, management reporting and executive narrative for TBSM-related results within the Corporate Segment. The successful candidate will develop strong knowledge of TBSM P&L drivers, Finance reporting infrastructure, forecast processes and management reporting views. The role requires strong aptitude, Excel and analytical capability, attention to detail, sound judgment, and the ability to work across multiple stakeholders in a fast-paced environment.

Key Accountabilities

Reporting, Forecasting and Planning

• Support monthly and quarterly TBSM P&L reporting, including actuals review, Flash, MOR, forecast and Plan deliverables.
• Prepare and maintain TBSM FP&A reporting files, forecast bridges, templates and supporting analysis.
• Analyze financial results against forecast, Plan, prior periods and run-rate expectations.
• Support the development of clear commentary explaining key TBSM P&L drivers, including liquidity, capital, FTP, hedging, investment and management reporting impacts.
• Support forecast and Plan submissions, including coordination with TBSM partners, EDS, FinOps and Corporate Segment Finance.
• Assist with recurring deliverables and ad hoc analysis related to TBSM P&L, Corporate Segment reporting and management reporting implications.

Analysis and Business Insight

• Investigate variances and forecast movements with curiosity, discipline and appropriate challenge.
• Build an understanding of how TBSM activities flow through financial reporting and management reporting views.
• Help identify drivers of movements across key P&L lines.
• Support scenario and sensitivity analysis for forecast/Plan changes, including impacts from methodology changes or management reporting refinements.

Process, Controls and Continuous Improvement

• Maintain strong controls over reporting files, assumptions, hand-offs and version management.
• Support improvements to recurring TBSM FP&A processes, templates, documentation and review routines.
• Identify opportunities to simplify, automate and strengthen reporting and analysis.
• Support a strong control mindset consistent with Finance governance expectations.

Team Contribution

• Contribute to a collaborative, open and learning-oriented team culture.
• Share knowledge and support cross-training within the TBSM FP&A team.
• Help build team capability in complex financial modeling, forecasting, variance analysis and executive reporting.

Job Requirements

Education and Professional Qualifications

• Undergraduate degree in Finance, Accounting, Economics, Business, Commerce or a related discipline.
• CPA, CFA, MBA or progress toward a relevant professional designation would be considered an asset.
• Strong interest in Treasury, balance sheet management, FP&A, financial reporting and management reporting.

Experience

• 5+ years relevant experience preferred
• Experience in Finance, FP&A, financial reporting, management reporting, forecasting, planning, Treasury Finance, banking, or related analytical roles.
• Knowledge of TBSM, FTP, liquidity, capital, hedging, investments or banking products would be an asset.

Technical Skills

• Advanced Excel skills, including model review, formula logic, reconciliations, scenario analysis and data validation.
• Strong analytical skills with the ability to identify anomalies, explain variances and connect operational drivers to financial outcomes.
• Ability to work with complex source files, templates, forecasts and management reporting views.
• Comfort working with ambiguity, incomplete information and tight timelines.
• High aptitude, curious, analytical and willing to dig into details.
• Proactive self-starter who can work independently and as part of a team.
• Strong ownership mindset and willingness to follow issues through to resolution.
• Comfortable operating in an unstructured and fast-paced environment.
• Interest in building long-term Finance and TBSM domain depth.

Work activities include a blend of highly collaborative activities and individual deliverables. Individuals are expected to be onsite 4 days a week. Colleagues may spend more or less days in office as required by the business line.

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